Many expatriates living in South Africa
desire an experienced and qualified investment, insurance &
taxation consultant, who will understand their specific needs, and
has the expert knowledge about foreign markets and their products.
After an intensive search and comparison of financial advisory
boards in South Africa,
we have found the perfect partner to provide excellent and professional
service for our clients.
The expert team consists of:
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The Financial
Planner was born in Angola to a Portuguese father.
He has practiced as a financial planner since March 2000 and
his qualifications include a Graduate Diploma in Marketing
Management. He will also be completing his post-graduate qualification
in Financial Planning soon. His knowledge and scope extends
to successfully conducting full Financial Needs Analysis (FNA)
for individuals and businesses, which includes risk planning,
retirement planning, investment planning, estate planning
and tax planning. |
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The Risk
Consulting Manager is a born and bred South African. He has
a B.Comm degree from Stellenbosch University, as well as a
CoP and ICiBS from the Insurance Institute of South Africa.
He specialises in short term insurance cover, his scope of
advice including personal, commercial and liability insurance.
He helps our clients find the correct cover at the most competitive
rates. |
With a select group of clients spanning 3 continents, they provide
an holistic approach to financial planning, covering all aspects
of wealth management under one roof. Their unique monthly subscription
service not only includes the preparation and submission of annual
tax returns, but also a unique client focused short-term insurance
service and an independent financial planning service, all aimed
at maximizing the wealth creation ability of our clients.
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Get in contact with our expert team today via
contact@intergate-immigration.com or use our
online
enquiry form |
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